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網紅概念板塊走強 新文化(300336.SZ)繼續漲停
格隆匯 01-17 11:19
格隆匯1月17日丨網紅概念板塊走強,新文化繼續漲停,引力傳媒拉昇封板,星期六大漲9%。新文化1月15日發佈公告稱,公司通過與美腕藝人李佳琦的戰略合作,增強其與客户的連接度和在線上媒體渠道的推廣宣傳曝光,形成“移動互聯網媒體+傳統媒體”全媒體整合營銷方案。東吳證券指出,網紅帶貨將是2020年最具確定性的高成長領域之一。當前網紅電商的發展可以參照2013年手機遊戲的成長經驗。首先,產業成熟度接近,市場規模步入百億量級,是一個從早期培育到全面產業化的關鍵階段,證券化趨勢出現;其次,早期的手遊企業進入門檻低,後期各手遊企業在已有項目的基礎上,逐漸拓展新的手遊項目,頭部企業崛起。當前MCN機構大多也都依賴個別頭部網紅,且專注於個別垂直品類,未來將逐漸培育新的網紅項目及垂直品類。
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